Focus Partners Wealth
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Focus Partners Wealth’s Evolution Petroleum EPM Stock Holding History

Focus Partners Wealth’s Portfolio EPM Stock Details EPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-13,938
Closed -$63.8K – 2834
2026
Q1 		$63.8K Buy
+13,938
New +$58K ﹤0.01% 2568
2025
Q4 		– Sell
-12,418
Closed -$87.8K – 2711
2025
Q3 		$87.8K Buy
+12,418
New +$61.9K ﹤0.01% 2134
2025
Q2 		– Sell
-13,447
Closed -$69.7K – 2066
2025
Q1 		$69.7K Buy
+13,447
New +$70.1K ﹤0.01% 1828
2024
Q4 		– Sell
-10,223
Closed -$54.3K – 1924
2024
Q3 		$54.3K Buy
+10,223
New +$53.9K ﹤0.01% 1542

Other funds holding EPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Focus Partners Wealth's EPM Position: Q2 2026 in Review

Focus Partners Wealth sold out of Evolution Petroleum (EPM) in Q2 2026, closing a stake of 13,938 shares — an estimated $63.8K sold.

Focus Partners Wealth first reported a position in EPM in Q3 2024 and held it in 4 quarters. The position peaked at $87.8K in Q3 2025. 117 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • Focus Partners Wealth reported no remaining Evolution Petroleum position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 13,938 Evolution Petroleum shares in Q2 2026, an estimated $63.8K.
  • Focus Partners Wealth first reported a position in Evolution Petroleum in Q3 2024 and held it in 4 quarters.
  • Focus Partners Wealth's Evolution Petroleum position peaked at $87.8K in Q3 2025.
  • 117 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.